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Technology Stocks : PC Sector Round Table

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To: Frodo Baxter who wrote (588)7/17/1998 12:10:00 AM
From: Pierre-X  Read Replies (1) of 2025
 
Re: KO
Sooner or later the market cap catches up to earnings, or lack thereof. I believe that or else I wouldn't be an equity investor.

Re: MSFT
You think 25% earnings growth merits a multiple of 75?

Maybe if the company was small, nimble, and lots of virgin markets to expand into.

Re: YHOO
Yahoo may be a more egregious overvaluation situation but the problem with rockets like that is they tend to accelerate before exploding. I wouldn't short it until it has unequivocally run out of gas.

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Graphics chipsets now a trend
news.com
Silicon Integrated Systems (SiS) introduced a Pentium [Socket 7] chipset that integrates 3D graphics chips ...
...chipset will enable system bus speeds of 100 MHz...


What this article doesn't have are specs on the video subsystem of the chipset. The i740 is a relatively powerful piece of 3D hardware to bundle into a chipset. I think there's a good chance Whitney will destroy the low and mid end of the video markets, walking S3, ATI, Trident, and perhaps even nVidia and Matrox off the same plank VLSI, OPTi, et al. walked in 1995.
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